Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Moneyites Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

Received during the month

Resolved during the month

Pending at the end of the month

Reasons for pendency

Managed by

Dinesh Sharma

SEBI Registered

INA000004161

Experience

10+years

Investment Strategy

Momentum

Dinesh is the founder of Moneyites Global Research Investment advisor. He serviced HNI and retails clients for more than a decade now in the Indian stock and commodity market. He is passionate about technical analysis and builds investment models for his clients based on price momentum analysis to beat the benchmark returns. He is an MBA in finance, writes blogs and contribute financial reports on investing.com

Get started in

3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio & get access to the constituent stocks & weights.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Moneyites offers portfolios of stocks and ETF that suits your risk profile and investment horizon. A focused portfolio comprises of stocks all based on the price momentum.

What is their investment philosophy?

A focused portfolio of stocks all based on the price momentum. The key is "Price Discounts Everything". Stocks at all-time highs and strong bullish setup are the criteria for selection.

What is a smallcase?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Moneyites. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

Moneyites decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Moneyites’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.